Place AXA’s overlay pages on top of your clients’ tax returns (1040 and Schedule A) to see where you should be focusing to find planning opportunities in cooperation with clients’ CPAs and other advisors. Learn more.
Weekly Economic Outlook: Hanging On for the Ride
Equity markets ended a volatile March on an upswing, with the S&P 500 stock index up by about 2.0 percent last week. Still, the index fell by a modest 2.5 percent for the month. With February’s 3.7 percent decrease, the market is down slightly year-to-date. On a total return basis, the first quarter’s loss snapped a nine-quarter gain streak for the S&P 500. Read more in this week’s report.
Podcast: Impacts of the 2017 Tax Act on High Net-Worth Individuals
Randy Zipse’s podcast guest this week is Larry Brody, an exceptionally accomplished and well known expert on estate planning with a legal practice that focuses on planning for high net worth individuals, using life insurance and non-qualified deferred compensation planning. Recent episodes of our podcast focused on the impact of the recent tax law changes for business owners. This episode is a detailed discussion of the impacts of changes for individuals. Some changes are minimal, others are significant and no one is better prepared to deliver a succinct analysis of this than Larry Brody. Listen now.
Protect Your Client’s Insurability for Chronic Illness
Help protect your client’s chronic illness coverage by adding our Chronic Illness Conversion Agreement (CICA) today! Available on Advantage Elite Select Term policies, the CICA is for clients who plan to convert their policy to permanent coverage in the future and desire chronic illness protection. This agreement guarantees your client’s right to add the Accelerated Death Benefit for Chronic Illness Agreement (CIA) without evidence of insurability at the time of conversion. Learn more.
Advanced Markets – Weighing the Alternatives
Welcome to a special edition of the Advanced Markets Minute. Today’s article is called “Weighing the Alternatives.” Many of you know that the Tax Cuts and Jobs Act repealed the corporate alternative minimum tax. What you may not have heard was that while exemptions have been raised, the alternative minimum tax for individuals is still intact. Read more.
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